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Concord Wealth Partners’s Iris Energy IREN Stock Holding History

Concord Wealth Partners’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183 Buy
+4
New +$208 ﹤0.01% 847
2026
Q1 		– Sell
-4
Closed -$151 – 489
2025
Q4 		$151 Buy
+4
New +$206 ﹤0.01% 812

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's IREN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Iris Energy (IREN) in Q2 2026: 4 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IREN as recently as Q4 2025.

Concord Wealth Partners first reported a position in IREN in Q4 2025 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Concord Wealth Partners held 4 shares of Iris Energy worth $183 as of Q2 2026.
  • Iris Energy was a new Concord Wealth Partners position in Q2 2026.
  • Iris Energy made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #847 holding.
  • Concord Wealth Partners first reported a position in Iris Energy in Q4 2025 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.